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Investec Opportunity Income Fund

Investment objective

The Investec Opportunity Income Fund aims to grow income and capital. The fund targets returns in excess of the All Bond Index, measured over three year periods.

Strategy

The fund may invest across the full spectrum of South African fixed-income assets. These include government, corporate and inflation-linked bonds as well as listed property and cash.

Fund features

  • The focus is on reducing volatility of returns and preserving capital through active asset management
  • Aims to outperform the average bond, income and money market funds over the medium to long term
  • The fund may have the characteristics of a gilt fund, a pure income fund or anywhere in between, depending on the interest rate cycle
  • Ideal vehicle for living annuity clients
  • Compliant with Regulation 28 of the Pension Funds Act, therefore suitable for retirement funds

Key Facts